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Blog

Businessman using a laptop and smartphone
Heather Jackson | Aug 9, 2021

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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Young professional women in a meeting
Heather Jackson | Aug 2, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Finance

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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Vintage white car with tan interior
Heather Jackson | Jul 26, 2021

How to Finance Your Dream Car

Finance


Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

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Group of young professionals in a meeting. They are in a casual office setting
Heather Jackson | Jul 19, 2021

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Happy elderly couple holding yellow flowers
Heather Jackson | Jul 12, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Hand holding a house key
Heather Jackson | Jul 5, 2021

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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Heather Jackson | Jul 1, 2021

The Basics of Paycheck Protection Program Loans: Round Two

Finance

The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working

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Happy couple sitting in a park with their dog
Heather Jackson | Jun 28, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Senior couple in a meeting with a financial professional
Heather Jackson | Jun 24, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Mother and daughter cooking and laughing
Heather Jackson | Jun 21, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Row of townhomes
Heather Jackson | Jun 17, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Man sitting at a long table in front of a window. He is looking at his phone.
Heather Jackson | Jun 14, 2021

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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